Filed October 19, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP4 years Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $0 |
MARSHALL AND STEVENS5+ years Service code 34 · EIN 36-2919252 | Valuation (appraisals, etc.) | $0 |
MERCER5+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $0 |
PNC BANK, N.A.5+ years Filed as: PNC ADVISORS Service code 21 · EIN 22-1146430 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,247-100.0% | $87,100-100.0% | $77,787-100.0% |
| Participation rate | 0.0% | 85.8%-85.8pp | 76.9%-76.9pp | 73.2%-73.2pp |
| Annual return | 22.82% | 24.52%-1.7pp | 28.19%-5.4pp | 32.57%-9.8pp |
| Employer contribution / active EE | $6,765 | $2,895+133.7% | $2,521+168.3% | $2,504+170.1% |
| Participant deferral / active EE | $0 | $5,060-100.0% | $4,049-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $104-100.0% | $7,497-100.0% | $100-100.0% |